How do I post a transaction?

Sometimes you need to manually post a transaction to an account. This can be done easily by following these steps:

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STEP 1:
Open the transaction drawer using the left sidebar Transaction item.

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Open the drawer for a specific account by using the Post Transaction option in the Transaction History section of the Billing Tab:

STEP 2:

*If you used the Post Transaction button in STEP 1 then you can skip this step.

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Search for the account and select the enrollment this tuition charge (or payment if you are trying to actually collect tuition) will apply to.

STEP 3:

Click Post payment if you are wanting to just add a payment for something like a t-shirt. Optionally, you can also click Post charge if you want to have a bill attached to the payment. If the payment/bill is going towards a specific Enrollee's Program, then choose the correct program from the Enrollee Program dropdown list.

STEP 4 (Optional):

Add an internal private comment and/or a public memo comment viewable on the transaction history of the Account that is paying.

STEP 5:

Choose the amount they will pay and the method used for paying:

STEP 6:

Click Post and optionally choose whether or not to print a receipt:

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Related Articles:

How do I apply a manual tuition charge?